Careers with Connecticut Wealth Management, LLC

Careers at CTWM

Our founders set out to revolutionize the traditional workplace — the services we deliver, how they are delivered, providing unrivaled client experiences and career paths for our professionals. Experience a culture that thrives on innovation, embraces inclusiveness, and welcomes fresh perspectives.

Ready for your next challenge?

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Client Service Specialist

CTWM is currently hiring an experienced Client Service Specialist to support a team of financial advisors and their high-net-worth clients.

Wealth Management Intern (in-office) – Summer 2027

CTWM is seeking a highly capable individual to serve as our Wealth Management Intern. Individuals in this position will work across the entire team, as well as work directly with the firm’s leaders.

Client Service Intern (in-office) – Summer 2027

The Client Service Intern will have the opportunity to provide support to the Client Service teams. This position requires strong attention to detail, a commitment to learning, and the ability to communicate seamlessly. The ideal candidate will demonstrate a basic understanding of industry concepts and will possess excitement around a potential career in client service. Responsibilities: Client Engagement Support Service & Operations Assistance Process & Workflow Learning Compliance & Confidentiality Technology & Reporting Learning & […]

Do What You Love

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm recognized as a 2024 Best Place to Work in Connecticut.

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Perks and Benefits

There’s a life at work and life outside of work. We want everyone to be healthy, travel often, give back, and have the financial resources and support they need.

Medical, dental & vision insurance (plus full HSA contribution)
Firm paid life, long-term & short-term disability
Sick time and five (5) weeks paid vacation
Parental leave and longevity sabbatical plan
401(k) plan with employer contributions
Volunteer Time Off
Firm paid certifications and continuing education opportunities
Mental Health Programs
Wellness Program & On-site gym

Our Core Values

At CTWM, our culture defines who we are. It’s what makes us different, and it’s a key element to our continued success. We embrace it and live it every day because it builds the foundation for growth that helps us all make the right choices for our clients and our teammates.

• Integrity
• Positive
• Empathetic
• Supportive

• Authentic
• Drive & Grit
• Collaborative

Case Study: Create a Magnetic Work Culture to Attract and Retain Talent

Culture may hold the key to attracting and retaining the key talent organizations need.

Learn more about Connecticut Wealth Management’s magnetic work culture in this case study featured in the summer/fall edition of The Endeavor by InsureGood.

Culture & Careers